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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,722 | $132,634-32.4% | $115,768-22.5% | $137,256-34.6% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 15.31% | 160.70%-145.4pp | 100.46%-85.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,589 | $3,360-22.9% | $2,940-11.9% | $4,156-37.7% |
| Participant deferral / active EE | $6,293 | $5,619+12.0% | $4,917+28.0% | $6,407-1.8% |
| Admin fee / account holder | $225 | $15,028-98.5% | $12,439-98.2% | $12,270-98.2% |